Overview
SMS Opt-In controls whether contacts have provided permission to receive text messages through SalesExec. This setting is critical for compliance with messaging regulations and carrier requirements. Only contacts who have explicitly opted in can receive SMS communications, including automated messages, alerts, and follow-ups sent through RingResponse.
SalesExec enforces SMS Opt-In status at the contact level. If a contact is not opted in, SMS messages will not be delivered, even if the phone number is valid and messaging is otherwise enabled.
Key Functionality
Tracks SMS consent status for each contact within SalesExec.
Prevents SMS messages from being sent to contacts without opt-in approval.
Allows opt-in to be captured through inbound SMS messages, forms, or manual updates.
Supports opt-out handling to immediately block future SMS messages.
Helps administrators maintain compliance with SMS regulations and carrier policies.
How to Use This Feature
Before the intended SMS message is delivered to a lead, the Opt-in template will be sent. The Opt-in message will ask the recipient to reply START in order to receive further correspondence via text message. This will ensure that you are compliant and have received explicit consent from your leads before sending SMS messages.
Best Practices
Always capture clear and explicit consent before marking a contact as opted in for SMS.
Use inbound SMS or web forms with consent language to automatically manage opt-in status.
Regularly audit contact records to ensure opt-in statuses are accurate and up to date.
Never manually opt in contacts without documented consent, even for internal testing.
Train users to understand that SMS delivery failures are often related to opt-in status, not phone number formatting.
Troubleshooting
If SMS messages are not being delivered, check the contact’s SMS Opt-In status first. This is the most common cause of SMS failures.
Verify that the contact has not previously opted out by sending an opt-out keyword. Opted-out contacts cannot receive messages unless they explicitly opt back in.
Ensure the phone number supports SMS and is correctly formatted in the contact record.
If opt-in is expected from inbound messaging but not updating, confirm that the inbound number is properly configured for SMS.